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Mariner Independent Advisor Network’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Mariner Independent Advisor Network’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-103,351
Closed -$2.72M – 150
2014
Q2 		$2.72M Buy
+103,351
New +$2.74M 1.34% 21

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's PIZ Position: Q3 2014 in Review

Mariner Independent Advisor Network sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2014, closing a stake of 103,351 shares — an estimated $2.72M sold.

Mariner Independent Advisor Network first reported a position in PIZ in Q2 2014 and held it in 1 quarter. The position peaked at $2.72M in Q2 2014. 66 funds tracked by Wall St. Rank hold PIZ as of Q3 2014.

  • Mariner Independent Advisor Network reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2014 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 103,351 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2014, an estimated $2.72M.
  • Mariner Independent Advisor Network first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2014 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.72M in Q2 2014.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2014.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2014, filed 17 Nov 2014.